Financial Planning for NRIs with Parents in India
Secure your parents’ financial future while you are away
For NRIs, one of the biggest concerns is ensuring that their parents in India are financially secure and independent. Distance often makes it difficult to manage their investments, taxes, healthcare expenses, and day-to-day financial needs.
With our Financial Planning for NRIs with Parents in India service, we help you create a structured financial plan for your parents that balances safety, income, and long-term security. From setting up regular income streams and insurance coverage to succession, estate planning and organising records and nominations, we make sure your parents are protected and cared for, even when you are miles away.
Who Should Take This Service?
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NRIs who want to ensure their parents’ financial well-being in India.
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Families where parents depend on children living abroad.
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Anyone looking for professional oversight of parents’ finances from a trusted advisor.
What Will Be Covered in This Consultation?
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Income Planning Setting up regular income streams through deposits, SWPs, or annuities.
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Insurance Coverage Reviewing health and life insurance to safeguard against risks.
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Expense & Healthcare Planning Ensuring adequate funds for medical and lifestyle needs.
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Succession Planning Will writing, nominations, and smooth transfer of assets.
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Record and Wealth Safety Organising records, securing nominations, and guiding on safe investments.